….also, last year, a number of the brokerage had taken down their tax files by now, and that "might" be the case for Schwab......don't know where Schwab sits on that. SO if it doesn't work next week, then you may be stuck with entering the data manually.
The PDF files you see in your online account are different from the specially-formatted tax files that are downloaded into the tax software. The PDF files will likely be available for years...the tax software downloads are not.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
